Reorder Workflow Steps
I would like to see you be able to reorder the steps in workflow processes without having to delete and recreate them.
View ArticleCRM 2011 Outlook Configuration error: The request for security token could...
Hi Team,I am getting following error while configuring outlook client for MS CRM 2011 On Premise deployment."There is a problem communicating with the Microsoft Dynamics CRM server. The server might be...
View ArticleUploading folder to Documents, files don't show until Save & Close
Using SharePoint integration, when we click to upload multiple files and then drag and drop a folder into the record, we see the folder and files uploading but then when it's finished the files don't...
View ArticleUsers to create own views - security rights?
Hello,We have a security group which allows members to have all rights over all entity's in the CRM. The only thing they cant do is customization.In the "customization" tab in security we have "None...
View ArticleBing Maps with Form Scripting
Hello everybody!I need to show/hide the new feature "Bing Maps" at my Leads form, depending on the Rol of the user using the CRM. I've tried by using "Business Rules" but since this new feature is not...
View ArticleSuddenly Outlook not syncing my contacts from CRM
Our company has switched to Office 360 about a month ago and suddenly last week my contacts are no longer syncing to Outlook. It was fine after the switch but now is no longer working. Any help would...
View ArticleWorkplace buttons missing on user interface only locally
Hi all,One of my managers interface is not like everyone else's and it seems to be a local issue. If I log in as him on my machine I get my normal workplace and dashboard. On his machine however, he...
View ArticleHow to find which security permission is preventing a user from doing something
Dynamics CRM 2011 on premise.I have a plugin that adds some buttons to the ribbon on the case/incident form.Different users have different security permissions.The buttons are enabled for all...
View ArticleTooltip for process's steps
I already put the description to all my fields related in my process's steps, and some of them are in the Form and I can see them (tooltip's field) but all the "header fields" (steps) won't show me the...
View ArticleIs there a way to send from group/email addresses in MS Dynamics CRM
Hi there,a business unit within my organization has a lot of interest to being able to "send emails from group email address to multiple users". Is that possible within MS CRM? and what would be the...
View Article2011 to 2013 in place upgrade issues
Hi,After an on-premise, in place upgrade I am getting a MSCRMWebService Error when attempting to open some, but not all, account records. It is curious because some records open without error. The...
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Outlook prompts for CRM appointments
We use CRM2011 with the Outlook addin and I have 1 user who is having issues when he drags and drops appointments around his calendar. He gets this prompt everytime (no other users do) and I can't seem...
View ArticlePushing Product information back to NAV via dynamics Connector, Possible?
Hi,Trying to find out whether if this is possible as the out of the box as CRM40.dll adapter doesn't list product entity as a source when creating a new map. Would the newer adapters support this out...
View ArticleSend Direct Email not working in case of more than one MS CRM 2011 contacts.
Hi All,i am trying to send emails to more than one Contacts at once using Send Direct Email option, but for one contact it is sending email but if i am selecting more than one contact then it's nither...
View ArticleYammer configuration
Hi All,when i am trying to use yammer cofiguration it is giving me a error saying that dont you have administrative permissions!!(i installed yammer )can anyone suggest me what to do and make my yammer...
View ArticleMake country field as dropdown in composite key in account entity
Hi All,How can i make country field as dropdown in composite key in account entity where i have dropdown in my CRM 2011.but now in new version(CRM 2013) address filed is composite(city,state etc.......
View ArticleProblem with views on sales opportunities
Hi, I have a Problem with displaying the Status of sales opportunities for e.g. the list of open opportunities or a Dashboard view with a sales funnel.The Problem is that if I take the next step in a...
View ArticleField Customization
I like to place two text fields in one field. In mscrm 2013, in the place of Name when we click on Text field to enter there displays two text boxes for First name, Last name. How to place two fields...
View ArticleStakeholders Lead - Opportunity
When create a new Lead the contact mapping with stakeholders. How to stop this?Also when qualified the lead the contact move from contact field to stakeholders on opportunity field. How to stop this?
View Article2013 Mail Merge Templates - Associating with multiple entities
Is it possible to associate a mail merge template with multiple entities? At this point it seems you can associate it with 1 e.g Contact, Account etc...This seems a bit limiting, what I want to achieve...
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